See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,399 | $142,344-42.1% | $119,609-31.1% | $134,475-38.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.21% | -12.44%-0.8pp | -14.97%+1.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,500 | $5,222-33.0% | $4,232-17.3% | $4,740-26.2% |
| Participant deferral / active EE | $2,552 | $6,469-60.6% | $5,602-54.4% | $6,400-60.1% |
| Admin fee / account holder | $1,529 | $13,584-88.7% | $10,323-85.2% | $11,426-86.6% |